iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated Product Manager to join our Client Architecture Solutions team. This role will cultivate a deep understanding of the US wealth management industry and the way that our technology is developed to scale the distribution of alternative products. This individual will have the opportunity to work directly with our clients to solve challenging and complex industry-wide problems, spanning various alternative investment products.
Responsibilities
- Understand customer needs by carefully listening to and analyzing client feedback.
- Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors.
- Create thoughtful data architecture designs for data integration.
- Develop a solid understanding of the Alts Industry to help build scalable data workflows.
- Present, communicate, and work directly with executive management as needed and provide status updates of critical strategic implementations.
- Develop a solid understanding of the US Wealth Management Industry and make prioritization recommendations, which are grounded in knowledge of our industry and our clients.
- Drive usage and adoption of the platform by finding solutions, which meet user needs and drive platform stickiness.
- Work closely with internal teams, including Sales, UX Design and Engineering, to write user stories and requirements documentation.
- Manage technical considerations, working closely with Engineering team to deliver solutions to complex problems.
- Operate within an agile development framework.
Qualifications
- 6+ years of professional work experience
- Able to work with external and internal stakeholders directly, taking away feedback to constantly improve our platform and data workflows
- Previous experience in financial services and/or financial technology
- Previous experience working with large data sets; SQL experience is preferred
- Proven ability to manage competing priorities and meet deadlines
- Excellent attention to detail
- Able to drive various initiatives forward simultaneously
- Excellent analytical and problem-solving skills
- Self-starter and able to work autonomously as well as within a collaborative team
- Able to build strong working relationships with engineers, designers, salespeople, client success, and various other teams across the organization
- Understanding of the different components of technology stack for a cloud-based application
- Previous experience within the WealthTech domain
- Proven ability to operate within the fast-paced nature of a growth company
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Top Skills
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
